See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,912 | $226,064-33.2% | $182,532-17.3% | $152,861-1.3% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.4%+10.4pp |
| Annual return | 17.18% | 192.51%-175.3pp | 148.54%-131.4pp | 345.32%-328.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,463 | $6,368+48.6% | $5,524+71.3% | $5,850+61.8% |
| Admin fee / account holder | $60 | $10,703-99.4% | $8,592-99.3% | $11,596-99.5% |